3Mon·

Wolters Kluwer

First position opened at support.

Lost approx. 25% from ATH and still strongly positioned.

Unfortunately relatively expensive, but still sees medium-term potential if support holds. Let's see.

08.07

Wolters Kluwer

Bought x6 at €138.77

€832.59

24 Comments

GeldGenie@GeldGenie

3Mon

Your entry "at the support" fits well technically - but remember that the downward trend does not necessarily have to be broken yet. Fundamentals are strong and some analysts see value in the share price. But the scenario is more "hold with potential" rather than a clear "buy" signal. In the medium term, €155-175 could be possible - but a stop-loss might be sensible. Good luck!

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trump@trump

3Mon

valuation is finally back to normal. i also see no danger at all with regard to ki.

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Aktien-Investor@Aktien-Investor

3Mon

It will be interesting to see how the company positions itself, especially for or against AI. I have concerns that their business model will be largely disrupted.

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Nova@Nova_portfolio

3Mon

Was considering the same but they're quite vulnerable to USD devaluation as they make a lot of their revenue (~65%) in USD.

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Mau@ProMau

3Mon

@Nova_portfolio I think every or the most big company in Europe make a lot of money in the USA

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Nova@Nova_portfolio

3Mon

@ProMau fair enough, but some are more vulnerable than others. For example, $ASML only gets ~ 15% of it's revenue from the US, making it less reliant on US/USD. I'm not saying it's not a solid long-term investment, I just think there's short-term headwinds. As a consequence, I'm not so sure that the current price if the bottom.

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K@TechNav

3Mon

P/E ratio of 30, as if even higher growth is expected than for some tech stocks...

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Mau@ProMau

3Mon

@TechNav That's true, although it has to be said that the last time it was fairly valued was around ten years ago.
In this respect, a favorable P/E ratio can only be used as a key figure to a limited extent.

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K@TechNav

3Mon

@ProMau I rather think that they are simply overvalued with the current profit figures. Their profit with market capitalization is not right, the company is worth max. 10 billion and not 30.

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Mau@ProMau

3Mon

@TechNav I made a peer comparison (RELX; Thomson Reuters). More favorable P/E ratio than the two, higher div yield, better EBIT margin

So, in contrast to the competitors, the key figures look quite solid (apart from the fact that they are definitely high)

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